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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
676
Bartlett & Co
Ohio
$113K -$45.3K -463 -30%
BCWM
677
Bartlett & Co Wealth Management
Ohio
$113K -$45.3K -463 -30%
MSWM
678
McGlone Suttner Wealth Management
Wisconsin
$111K +$103K +1,054 New
BFPW
679
BOK Financial Private Wealth
Colorado
$108K – – –
GWM
680
Geneos Wealth Management
Colorado
$106K +$8.62K +88 +10%
TLA
681
Tanglewood Legacy Advisors
Texas
$105K – – –
IRAG
682
Investment Research & Advisory Group
Georgia
$105K +$686 +7 +0.7%
FP
683
Financial Perspectives
Minnesota
$100K +$98 +1 +0.1%
FMII
684
Farmers & Merchants Investments Inc
Nebraska
$96.4K +$90K +919 New
AWM
685
Abound Wealth Management
Tennessee
$94.4K -$294 -3 -0.3%
GEA
686
Glen Eagle Advisors
New Jersey
$91.3K -$10.4K -106 -11%
TAM
687
Tucker Asset Management
Colorado
$83.3K – – –
NSG
688
Nalls Sherbakoff Group
Tennessee
$82.5K – – –
JWA
689
JFS Wealth Advisors
Pennsylvania
$79.4K +$74.1K +757 New
SWM
690
Sugarloaf Wealth Management
Georgia
$78K – – –
WCM
691
Winthrop Capital Management
Indiana
$76.6K +$71.5K +730 New
SS
692
Sunbelt Securities
Texas
$71.9K -$4.41K -45 -6%
OSAM
693
O'Shaughnessy Asset Management
Connecticut
$70.1K -$17.2K -176 -21%
CIA
694
Cape Investment Advisory
Georgia
$68.9K +$2.84K +29 +5%
HWP
695
Highline Wealth Partners
California
$67.6K – – –
CFFP
696
Center for Financial Planning
Michigan
$61.7K – – –
IRC
697
Investors Research Corp
Georgia
$61K +$8.62K +88 +18%
RA
698
Rise Advisors
New York
$57.5K +$392 +4 +0.7%
GFPC
699
Global Financial Private Client
Florida
$56.1K +$14.1K +144 +37%
TVAMP
700
Tennessee Valley Asset Management Partners
Tennessee
$54.8K +$51.1K +522 New
26 27
28
29 30